Customize, save, and share table layouts

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The Expenses Table in the New View offers enhanced customization capabilities, including the ability to customize column structure, grouping, filters, and save changes as a layout. Individual users can create up to 50 private layouts, while admin users can create up to 50 public layouts. This represents an increase from the previous limit of 30 layouts in both public and private settings in the Expenses Legacy View.

In a future release later this year, users will also gain the ability to sync existing layouts from the Expenses Legacy View to the New View, ensuring continuity and ease of transition.

Customize a table layout

All users can customize up to 50 table layouts. In addition, Admins and budget owners can customize the Default Layout for all users in their organization.

  1. Navigate to Planning > Expenses from the left navigation menu.
  2. Select the appropriate plan from the Plan dropdown on top left.
  3. Select the specific tab where you want to customize the table layout.
  4. Optionally perform various supported customization options to customize the table layout such as
    • Reorder columns: Select and drag a column heading. As you drag the column, a vertical bar appears, indicating the target location.
    • Show or hide columns: Select Columns menu from the right table menu, then select the checkbox for columns to show or clear the checkbox for columns to hide.
    • Sort columns: Columns can be sorted by selecting the column header. A sort indicator displays next to the column heading. You can change the sort direction or remove the sort by selecting on the column header. Grouped columns are sorted by default.
    • Group or ungroup column data: Select Group Column or Group Columns, then select the checkbox for columns to group or clear the checkbox for columns to ungroup. Groups can be nested and grouped information can be expanded or collapsed. If the data had been previously grouped by another dimension, selecting Group Column removes that grouping and applies the new one.
    • Pin column on the left or right side of the table.
    • Apply Filters on various columns and attributes.

Save, apply, delete, or share a custom table layout

Save up to 50 custom layouts for reuse. Each layout is unique to the active tab (and if available, sub-tab). However, custom layouts are not specific to the active plan or Cost Center.

Create Layout
  1. Customize the table layout as per the requirements, by following instructions from the previous section.
  2. Select table icon from the Expenses Table menu.
  3. In the layout menu, select Add New Layout.
  4. Enter the layout name.
  5. If you wish to save the applied filters as well into the layout, check the checkbox Apply Filter Selection and then select Save.
  6. The newly created layout will appear under My Layouts.
  7. Hover the cursor on the Layout button to see the currently selected layout.
Rename Layout
  1. Select table icon from the Expenses Table menu.
  2. In the My Layouts menu, select the pencil icon for the layout you want to rename.

    dashboard

  3. The Rename Layout popup appears.

    summary view

  4. Update the layout name and select Save.
    Note:

    The Save icon remains disabled until a change is made to the layout.

Edit Layout
  1. To customize a layout, select the layout you want to change.
  2. Make the required changes and then select Save. A confirmation message "Success: Save my Layouts" appears and the updated layout is loaded.

    save in dashboard

Clone Layout
Note: This option is available only for Public Layouts. The Clone icon remains disabled until a change is made to the layout.
  1. Select table icon from the Expenses Table menu.
  2. In the Public Layouts menu, select the 'Default Layout' and select the Clone copy iconicon.

    clone layouts

  3. The Copy Layout popup appears. Enter a name for the layout and select Save.

    new layout

  4. The cloned layout is added to My Layouts section, as shown.

    clone

Delete Layout

  1. Select from the Expenses Table menu.
  2. In the My Layouts menu, select the Delete icon for the layout you want to delete.

    delete layout

  3. The layout is deleted.
    Note: Public layouts cannot be deleted.

Reset Layout Changes

  • To reset the complete layout, select the Reset columns to default layout option from the menu.

    reset layout

  • To undo the changes made in a particular layout (before saving it), select the reset icon icon for that layout.

    reset icon

    An error message appears as shown. Select Okay to continue with the reset.

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Manage Layout Access

The Layout Access is enabled only for Administrators. It allows the Admin to make a layout as Public, so that it is available to all users within the organization.

  1. Select from the Expenses Table menu.
  2. From the dropdown, select the Layout Access option. The following popup appears.

    layouts

  3. Switch the toggle for the layout that needs to be made Public and then select Apply.

    layouts

  4. The selected layout is removed from My Layouts section and will appear in the Public Layout section. Once the layout is marked 'Public', it cannot be deleted.

    clone layouts

    To make the layout as private or delete a public layout, switch the toggle again and then select Apply.

Sync Legacy Layouts

Users can now transfer their Expenses Table layouts from the Legacy View to the New View with a single click, eliminating manual migration and saving time.

To sync layouts, simply click on the Layouts icon in the New View and select "Sync Legacy Layouts." This will automatically copy your layouts from the Legacy View to the New View. Please note that you will need to sync layouts for each tab in the Expenses Table individually to complete the migration from the Legacy View to the New View.

sync layouts

Layouts migrated from Legacy View to New View will be visible under My Layouts and Public Layouts for Private and Public layouts respectively. The migrated layout name will be suffixed with "_migrated". Please see the reference screenshot below.

migrated layouts

If you continue to make updates to layouts in the Legacy View after migrating them to New View, you need to use Sync Legacy Layouts option in the New View to bring the updates to New View.

Note:
  • Layout is consistent across the plans and is specific to a page.
  • Layout can save the applied filters, grouping of columns, columns that are visible on table.
  • Admin and BPO users can edit and save changes to default layout.
  • Admins/BPO users can also share their privately saved layouts by making them "Public"
  • Non-Admin/BPO users such as CCO users can use Default layout (should show the last saved layout changes) defined by Admins but cannot save their layout changes to it. Instead, they can create a new private layout and save customization made to public layout.
  • Non-Admin/BPO users such as CCO users can create upto 50 private layouts.
  • While choosing to save a new private layout, there is a checkbox option to save the layout with filters (if applied) and if that option is un-checked then the applied filters are not saved.Plan comparisons can be saved into layout.
  • Plan comparisons can be saved into layout.
  • It is not possible to save the Period picker.
  • When user makes some new layout changes but does not save, an asterisk symbol is shown next to the currently active layout to let the user know there were some changes made to layout but has not been saved. User can either select Revert to discard the recent changes, or select Save to save it to the layout the user is currently on. User could also select Clone to save these new changes as a new Layout . If none of these options are chosen, the life of the newly made layout changes last until the user refreshes the page or logs out. If user attempts to switch to another tab or select another layout with unsaved changes in the current layout a warning message will be shown describing loss of unsaved changes to the layout.
  • If the table is not showing period columns (months, quarters, years) please use following steps to make them visible.
    1. Select Grouping on the table menu.
    2. Ensure Year, Month(s), Quarter(s) is selected.
    3. If the period columns are still not visible, select the Layout button above the table and select Reset columns to default layout.
    4. Now all period columns should be visible.
    5. Navigate to Layout button > Public Layout > Default Layout and click Save button. This step will ensure the changes are saved and period columns become visible by default.

    These steps should make the period columns visible in the table view.